Custom Roles

Available for users on Plus, Pro, and Ultimate subscriptions.

Create a Custom Role

To create custom roles, the user must have Create/Edit permission for Roles.

1. In the left navigation panel, click Admin

   1. Select Roles and Permissions from the submenu. The Roles page is displayed.

      

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2. Click the CREATE ROLE button. The Create Role dialog will be displayed. The dialog contains a table with the list of permissions currently available in the system.

   1. Enter the role’s Name and Description, then check the Permissions you want to grant. Make sure to check the corresponding permissions listed in MANDATORY DEPENDENCIES.

      

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3. Click SAVE. The dialog will close, and the newly created role will appear on the Roles page.

Edit a Custom Role

You can edit any custom role, including the default custom roles available in your organization. The Owner role is a system role and cannot be edited.

1. Go to Admin → Roles and Permissions. The Roles page is displayed.

2. On the Roles page, find the role you want to update. Click Edit in that role’s row.

3. Update the name, description, or permissions as needed.

4. Click Save to apply your changes.

Delete a Custom Role

To delete a role, your account must include the Delete permission for Roles.

Owner role is a system role and cannot be deleted.

1. Go to Admin → Roles and Permissions. The Roles page is displayed.

2. On the Roles page, find the role you want to delete. Click Delete in the Actions column. After confirmation, the role will be permanently removed from the list.

Deleting a role unassigns it from all users and cannot be undone.